AWM
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Avior Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Avior Wealth Management’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-39
Closed -$4.3K – 937
2024
Q4 		$4.3K Hold
39
– – ﹤0.01% 1913
2024
Q3 		$4.25K Sell
39
-25
-39% -$2.71K ﹤0.01% 1827
2024
Q2 		$6.9K Hold
64
– – ﹤0.01% 1627
2024
Q1 		$6.81K Buy
+64
New +$6.77K ﹤0.01% 1988

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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
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BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return

Avior Wealth Management's BOXX Position: Q1 2025 in Review

Avior Wealth Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2025, closing a stake of 39 shares — an estimated $4.3K sold.

Avior Wealth Management first reported a position in BOXX in Q1 2024 and held it in 4 quarters. The position peaked at $6.9K in Q2 2024. 226 funds tracked by Wall St. Rank hold BOXX as of Q1 2025.

  • Avior Wealth Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 39 Alpha Architect 1-3 Month Box ETF shares in Q1 2025, an estimated $4.3K.
  • Avior Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $6.9K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.